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Sound View Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

Sound View Wealth Advisors’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$281K Hold
11,338
– – 0.09% 194
2018
Q4 		$279K Buy
+11,338
New +$267K 0.1% 181

Other funds holding IAU

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Sound View Wealth Advisors's IAU Position: Q1 2019 in Review

Sound View Wealth Advisors held its iShares Gold Trust (IAU) position steady in Q1 2019 at 11,338 shares worth $281K. The position accounts for 0.09% of the portfolio, ranked #194.

Sound View Wealth Advisors first reported a position in IAU in Q4 2018 and has held it in 2 quarters since. 612 funds tracked by Wall St. Rank hold IAU as of Q1 2019.

  • Sound View Wealth Advisors held 11,338 shares of iShares Gold Trust worth $281K as of Q1 2019.
  • Sound View Wealth Advisors left its iShares Gold Trust share count unchanged in Q1 2019.
  • iShares Gold Trust made up 0.09% of Sound View Wealth Advisors's portfolio in Q1 2019, its #194 holding.
  • Sound View Wealth Advisors first reported a position in iShares Gold Trust in Q4 2018 and has held it in 2 quarters since.
  • 612 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.